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$AMZN AWS CEO: “All Anthropic models out today were trained on Trainium.” Trainium 2 has been sold out, Trainium 3 is almost completely subscribed and a part of Trainium 4 is already reserved. Chip division is now at $20bn annual run rate. How can’t you be bullish on $AMZN?

Oguz Erkan

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663,175 görüntüleme • 4 ay önce •via X (Twitter)

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Trainium is becoming the key to the $AMZN story with over $225B in commitments, Trainium2 sold out & Trainium3 nearly fully subscribed. The bigger shift is AWS now bringing in more Trainium chips than $NVDA chips on a unit basis giving Amazon more control over inference costs.

Trainium is becoming the key to the $AMZN story with over $225B in commitments, Trainium2 sold out & Trainium3 nearly fully subscribed. The bigger shift is AWS now bringing in more Trainium chips than $NVDA chips on a unit basis giving Amazon more control over inference costs.

Shay Boloor

167,090 görüntüleme • 4 ay önce

$AMZN AWS CEO said Anthropic’s latest models are being trained on Trainium (including Mythos) which Anthropic describes as its most capable model yet. That is notable because Anthropic is limiting Mythos due to cybersecurity risk & high compute costs which says a lot about the kind of model Amazon’s chips are now helping train.

$AMZN AWS CEO said Anthropic’s latest models are being trained on Trainium (including Mythos) which Anthropic describes as its most capable model yet. That is notable because Anthropic is limiting Mythos due to cybersecurity risk & high compute costs which says a lot about the kind of model Amazon’s chips are now helping train.

Shay Boloor

57,735 görüntüleme • 4 ay önce

Right on cue. Gavin Baker (Gavin Baker, Atreides) was asked recently which chip was most underrated and where consensus was wrong. His reply: "Trainium by far. Trainium is going to be to 2026, especially in the 2H of this year when Trainium 3 really ramps, as TPUs were to 2025."

Right on cue. Gavin Baker (Gavin Baker, Atreides) was asked recently which chip was most underrated and where consensus was wrong. His reply: "Trainium by far. Trainium is going to be to 2026, especially in the 2H of this year when Trainium 3 really ramps, as TPUs were to 2025."

Fireside Alpha

169,635 görüntüleme • 2 ay önce

$AMZN CEO: “If you want to allow customers to use AI as expansively as they want, you need to bring down the cost of inference.” Hyperscalers are preparing for the age of inference. $AMZN has Trainium, $GOOG has TPU and $MSFT recently announced Maia 200. Once the bulk of AI workloads shifts from training to inference, they’ll depend less on $NVDA and margins will expand thanks to vertical integration. $AMZN is leading the race here as their chip business has already reached $10 billion annual run rate. Imagine being bearish on $AMZN.

$AMZN CEO: “If you want to allow customers to use AI as expansively as they want, you need to bring down the cost of inference.” Hyperscalers are preparing for the age of inference. $AMZN has Trainium, $GOOG has TPU and $MSFT recently announced Maia 200. Once the bulk of AI workloads shifts from training to inference, they’ll depend less on $NVDA and margins will expand thanks to vertical integration. $AMZN is leading the race here as their chip business has already reached $10 billion annual run rate. Imagine being bearish on $AMZN.

Oguz Erkan

130,592 görüntüleme • 6 ay önce

$AMZN CEO Andy Jassy reveals customers want Trainium chips outside AWS and says there's a real chance Amazon sells them that way. "On the question about selling Trainium, we're quite excited about what's happening in our chips business." "As I mentioned earlier, it's over $25 billion in annual revenue at this point. We think we have the leading price performance chip in both the AI space with Trainium and in the CPU space with Graviton." "The fact that we have multi-year, multi-gigawatt commitments from the two largest AI labs, Anthropic and OpenAI, and more and more companies, as I mentioned in my opening comments, using Trainium is exciting and promising." "And we just have an incredible amount of demand for Trainium. So there are a lot of customers who are very excited about using it in the form that we're providing right now." "We do have an increasing number of customers who are interested in us providing the Trainium chips to them separate from our cloud. And we're actively having those conversations and exploring. And I expect there's a real chance we'll do that in the future."

$AMZN CEO Andy Jassy reveals customers want Trainium chips outside AWS and says there's a real chance Amazon sells them that way. "On the question about selling Trainium, we're quite excited about what's happening in our chips business." "As I mentioned earlier, it's over $25 billion in annual revenue at this point. We think we have the leading price performance chip in both the AI space with Trainium and in the CPU space with Graviton." "The fact that we have multi-year, multi-gigawatt commitments from the two largest AI labs, Anthropic and OpenAI, and more and more companies, as I mentioned in my opening comments, using Trainium is exciting and promising." "And we just have an incredible amount of demand for Trainium. So there are a lot of customers who are very excited about using it in the form that we're providing right now." "We do have an increasing number of customers who are interested in us providing the Trainium chips to them separate from our cloud. And we're actively having those conversations and exploring. And I expect there's a real chance we'll do that in the future."

Fireside Alpha

11,669 görüntüleme • 29 gün önce

$AMZN having a market cap $1.5T lower than $GOOGL makes no sense. $AMZN is the only big tech company that fully designs its own in-house ASIC chips, without relying on Broadcom $AVGO like $GOOGL does for its TPUs. On top of that, its Trainium chips are 40% more price-performance efficient than leading $NVDA GPUs. And let’s not forget — $AMZN owns more than 15% of Anthropic. $AMZN is such an obvious play.

$AMZN having a market cap $1.5T lower than $GOOGL makes no sense. $AMZN is the only big tech company that fully designs its own in-house ASIC chips, without relying on Broadcom $AVGO like $GOOGL does for its TPUs. On top of that, its Trainium chips are 40% more price-performance efficient than leading $NVDA GPUs. And let’s not forget — $AMZN owns more than 15% of Anthropic. $AMZN is such an obvious play.

Daniel

249,429 görüntüleme • 7 ay önce

Why is $NVDA letting NemoClaw run on any chip? Because Jensen is no longer trying to win only at the silicon layer against $AMD, $GOOGL TPUs or $AMZN Trainium but trying to own the orchestration layer above the hardware. NemoClaw decides how AI agents are deployed, what tasks they take on & how work flows across an enterprise. If those agents run through its system then it still owns the workflow even when it doesn’t own the chip. That is how Nvidia turns agentic AI orchestration into Workforce-as-a-Service.

Why is $NVDA letting NemoClaw run on any chip? Because Jensen is no longer trying to win only at the silicon layer against $AMD, $GOOGL TPUs or $AMZN Trainium but trying to own the orchestration layer above the hardware. NemoClaw decides how AI agents are deployed, what tasks they take on & how work flows across an enterprise. If those agents run through its system then it still owns the workflow even when it doesn’t own the chip. That is how Nvidia turns agentic AI orchestration into Workforce-as-a-Service.

Shay Boloor

77,885 görüntüleme • 5 ay önce

Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Stocks

41,351 görüntüleme • 1 ay önce

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Macro

55,169 görüntüleme • 3 ay önce

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS

TBPN

36,474 görüntüleme • 3 ay önce

Peter Thiel says the quiet part loud: AI chips will get commoditized. This is why I avoid $NVDA. It made an immense amount of money marking up its GPUs by 10x and others had to pay as alternatives weren’t good enough. Now they are getting good enough. $AMD has already caught up with $NVDA in hardware performance, and ASICS are proving unexpectedly competitive due to their efficiency. $GOOG trained Gemini 3 solely on TPUs, and Anthropic is running a significant part of its training and inference workloads on Trainium clusters. As alternatives become even stronger, $NVDA margins and volumes will erode, and profits will shift from hardware to the application layer.

Peter Thiel says the quiet part loud: AI chips will get commoditized. This is why I avoid $NVDA. It made an immense amount of money marking up its GPUs by 10x and others had to pay as alternatives weren’t good enough. Now they are getting good enough. $AMD has already caught up with $NVDA in hardware performance, and ASICS are proving unexpectedly competitive due to their efficiency. $GOOG trained Gemini 3 solely on TPUs, and Anthropic is running a significant part of its training and inference workloads on Trainium clusters. As alternatives become even stronger, $NVDA margins and volumes will erode, and profits will shift from hardware to the application layer.

Oguz Erkan

460,614 görüntüleme • 8 ay önce

$AMZN finally connected AI demand, capex, margins and the payback period inside one coherent explanation. AWS is already a ~$179B annual revenue business growing almost 37% with margins near 39% while backlog has reached ~$500B and both its AI and custom-chip businesses have surpassed $25B run rates. That operating strength makes management’s return framework far more credible as server and networking investments are expected to break even in under 3 years remain useful for at least 5-6 years and generate meaningful FCF after the original investment is recovered.

$AMZN finally connected AI demand, capex, margins and the payback period inside one coherent explanation. AWS is already a ~$179B annual revenue business growing almost 37% with margins near 39% while backlog has reached ~$500B and both its AI and custom-chip businesses have surpassed $25B run rates. That operating strength makes management’s return framework far more credible as server and networking investments are expected to break even in under 3 years remain useful for at least 5-6 years and generate meaningful FCF after the original investment is recovered.

Shay Boloor

232,200 görüntüleme • 1 ay önce

Dylan Patel on Anthropic: "I think by Q3 they may even be profitable including SBC. Their margins on Opus 4.8 token is north of 80% for API price. They have a lot of deals where their total corporate gross margin gets clawed down a little bit because of how they do deals. They have the capability to pay, buying GPUs at above market rate. It is something other companies can't necessarily do. Every GPU I rent because I am out of compute capacity, I can immediately turn around and sell tokens on it or every TPU or Trainium at a positive margin. If I am running at 75% gross margins and I double the cost of compute, its fine I am still running at 50% gross margins. My NOI still goes up, so I will rent GPUs at almost whatever price I want to pay." Via Sequoia Capital

Dylan Patel on Anthropic: "I think by Q3 they may even be profitable including SBC. Their margins on Opus 4.8 token is north of 80% for API price. They have a lot of deals where their total corporate gross margin gets clawed down a little bit because of how they do deals. They have the capability to pay, buying GPUs at above market rate. It is something other companies can't necessarily do. Every GPU I rent because I am out of compute capacity, I can immediately turn around and sell tokens on it or every TPU or Trainium at a positive margin. If I am running at 75% gross margins and I double the cost of compute, its fine I am still running at 50% gross margins. My NOI still goes up, so I will rent GPUs at almost whatever price I want to pay." Via Sequoia Capital

P Equity Research 📰

73,740 görüntüleme • 2 ay önce

If your chips and models aren't built in lockstep, you're already behind. At VivaTech, Amazon SVP Peter DeSantis—who leads a new org uniting foundation models and custom chips—explained why they have to develop together, not in sequence. 🤝 "If the chips are not telling the model designers what capabilities are coming and where they can optimize, then we're not doing the science necessary to take advantage of those capabilities until the chips are available—and then you're waiting months and months." Amazon has been doing this since day one. That’s why Trainium is a chip of choice for AI companies building applications from large language models to world models and more.

If your chips and models aren't built in lockstep, you're already behind. At VivaTech, Amazon SVP Peter DeSantis—who leads a new org uniting foundation models and custom chips—explained why they have to develop together, not in sequence. 🤝 "If the chips are not telling the model designers what capabilities are coming and where they can optimize, then we're not doing the science necessary to take advantage of those capabilities until the chips are available—and then you're waiting months and months." Amazon has been doing this since day one. That’s why Trainium is a chip of choice for AI companies building applications from large language models to world models and more.

Amazon

74,099 görüntüleme • 1 ay önce

Amazon is the BEST stock in the Mag 7 and people are genuinely sleeping on it (Save this). Everyone knows Amazon but most people still think of it as the company that delivers their packages in two days and somehow also runs Netflix's servers. That mental model is about 5 years out of date. CEO, Andy Jassy dropped the annual shareholder letter today and it's worth actually reading instead of skimming the headlines because the numbers are wild. AWS AI revenue is running above $15 billion annually and that number is accelerating because every major enterprise on earth needs cloud infrastructure to run their AI ambitions and Amazon built the rails before anyone else knew what the train looked like. Their custom silicon play is the part the market still hasn't fully priced in. Graviton, Trainium, and Nitro are now at a $20B+ run rate together. Trainium chips are already heavily reserved across multiple generations. They're not just selling shovels for the AI gold rush, they're the ones who made the shovels, own the mine, and built the roads leading to it. The capex commitment alone should tell you everything about where this is going. $200 billion in 2026, almost entirely pointed at AI infrastructure. That is a company that knows exactly what it's building toward. On the physical side, grocery gross sales surpassed $150 billion in 2025. Project Leo already has 200+ satellites in orbit before the service has even launched. Over $4 billion is going into rural delivery expansion and 1 million robots are now deployed across their fulfillment network with AI making each one significantly more capable than the last. The advertising business quietly became a monster too. $70 billion annual run rate, rivaling YouTube in scale, but sitting on top of purchase intent data that no social platform can touch. When someone searches on Amazon, they are ready to buy and that is the most valuable real estate in digital advertising and Amazon owns it. 250 million Prime members who are deeply embedded in the ecosystem across shopping, streaming, grocery, pharmacy, and now healthcare. The switching cost is basically your entire life. Now here's where it gets interesting for us specifically. While the market was in full meltdown mode and everyone was panic selling anything with a ticker, our analyst at Milk Road made the call to buy Amazon. That position is now up over 10%. And every PRO member gets the alert the second it happens, the exact trade, the price, and the full rationale behind it. If you're already a PRO member, turn on trade notifications in your account settings so you never miss another one. If you're not a member yet, come join us, link below!

Amazon is the BEST stock in the Mag 7 and people are genuinely sleeping on it (Save this). Everyone knows Amazon but most people still think of it as the company that delivers their packages in two days and somehow also runs Netflix's servers. That mental model is about 5 years out of date. CEO, Andy Jassy dropped the annual shareholder letter today and it's worth actually reading instead of skimming the headlines because the numbers are wild. AWS AI revenue is running above $15 billion annually and that number is accelerating because every major enterprise on earth needs cloud infrastructure to run their AI ambitions and Amazon built the rails before anyone else knew what the train looked like. Their custom silicon play is the part the market still hasn't fully priced in. Graviton, Trainium, and Nitro are now at a $20B+ run rate together. Trainium chips are already heavily reserved across multiple generations. They're not just selling shovels for the AI gold rush, they're the ones who made the shovels, own the mine, and built the roads leading to it. The capex commitment alone should tell you everything about where this is going. $200 billion in 2026, almost entirely pointed at AI infrastructure. That is a company that knows exactly what it's building toward. On the physical side, grocery gross sales surpassed $150 billion in 2025. Project Leo already has 200+ satellites in orbit before the service has even launched. Over $4 billion is going into rural delivery expansion and 1 million robots are now deployed across their fulfillment network with AI making each one significantly more capable than the last. The advertising business quietly became a monster too. $70 billion annual run rate, rivaling YouTube in scale, but sitting on top of purchase intent data that no social platform can touch. When someone searches on Amazon, they are ready to buy and that is the most valuable real estate in digital advertising and Amazon owns it. 250 million Prime members who are deeply embedded in the ecosystem across shopping, streaming, grocery, pharmacy, and now healthcare. The switching cost is basically your entire life. Now here's where it gets interesting for us specifically. While the market was in full meltdown mode and everyone was panic selling anything with a ticker, our analyst at Milk Road made the call to buy Amazon. That position is now up over 10%. And every PRO member gets the alert the second it happens, the exact trade, the price, and the full rationale behind it. If you're already a PRO member, turn on trade notifications in your account settings so you never miss another one. If you're not a member yet, come join us, link below!

Milk Road AI

12,238 görüntüleme • 4 ay önce

I asked Jensen: “2 out of the top 3 models in the world, Claude and Gemini, were trained on TPU. What does that mean for Nvidia going forward?” After a long technical back and forth about what the right accelerator for AI looks like (see full episode), Jensen lays down the gauntlet: Jensen: "Nvidia's computing stack is the best performance per TCO in the world, bar none. Dylan's InferenceMax is sitting out there for everybody to use, and TPU won't come, Trainium won't come. Nobody wants to show up." “I'm not offended by other people using something else and trying things. If they don't try these other things, how would they know how good ours is?” “There are always big claims, but look at the number of ASICs that have been canceled. Just because you're going to build an ASIC, you still have to build something better than Nvidia. It's not that easy building something better than Nvidia. Nvidia's got to be missing something seriously, because of our scale and our velocity.”

I asked Jensen: “2 out of the top 3 models in the world, Claude and Gemini, were trained on TPU. What does that mean for Nvidia going forward?” After a long technical back and forth about what the right accelerator for AI looks like (see full episode), Jensen lays down the gauntlet: Jensen: "Nvidia's computing stack is the best performance per TCO in the world, bar none. Dylan's InferenceMax is sitting out there for everybody to use, and TPU won't come, Trainium won't come. Nobody wants to show up." “I'm not offended by other people using something else and trying things. If they don't try these other things, how would they know how good ours is?” “There are always big claims, but look at the number of ASICs that have been canceled. Just because you're going to build an ASIC, you still have to build something better than Nvidia. It's not that easy building something better than Nvidia. Nvidia's got to be missing something seriously, because of our scale and our velocity.”

Dwarkesh Patel

419,326 görüntüleme • 4 ay önce

‘You Can’t Run From Yourself’, my song written for Kaiju no. 8 season 2 is out today. To be a part of this feels very cool to me, it’s been such a pleasure to work with Fredrik and the team on this track, and I hope you enjoy the song warriors x Listen now:

‘You Can’t Run From Yourself’, my song written for Kaiju no. 8 season 2 is out today. To be a part of this feels very cool to me, it’s been such a pleasure to work with Fredrik and the team on this track, and I hope you enjoy the song warriors x Listen now:

AURORA

175,704 görüntüleme • 1 yıl önce

The Spinning Out Tour begins its European run exactly one month from now and I’m blown away to find out that the tour has almost sold out! 🙏 Beautiful, visual, dramatic, courageous and euphoric - that is how I would describe this new show and just days after ‘Hyperlove' is released, we’ll all be together to bring the new album to life! See you on the road everybody! Can’t wait!! #spinningout #tour #hyperlove

The Spinning Out Tour begins its European run exactly one month from now and I’m blown away to find out that the tour has almost sold out! 🙏 Beautiful, visual, dramatic, courageous and euphoric - that is how I would describe this new show and just days after ‘Hyperlove' is released, we’ll all be together to bring the new album to life! See you on the road everybody! Can’t wait!! #spinningout #tour #hyperlove

MIKA

25,358 görüntüleme • 7 ay önce

$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says tae kim. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's growing at 80%." "The numbers that people put out there for the competition is a rounding error. It's a low-single-digit number compared to what Nvidia's going to grow over the next few years." "What people keep forgetting is that Nvidia has a trillion dollars in orders. They're the ones who have locked down all the memory, wafers, and optical. They're pretty much the only game in town if you want to buy AI GPU capacity." From his appearance on the show last week.

$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says tae kim. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's growing at 80%." "The numbers that people put out there for the competition is a rounding error. It's a low-single-digit number compared to what Nvidia's going to grow over the next few years." "What people keep forgetting is that Nvidia has a trillion dollars in orders. They're the ones who have locked down all the memory, wafers, and optical. They're pretty much the only game in town if you want to buy AI GPU capacity." From his appearance on the show last week.

TBPN

104,874 görüntüleme • 3 ay önce